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Nasdaq - Delayed Quote USD
Eaton Vance Atlanta Capital SMID-Cap Fund (ERSMX)
31.12
+0.14
+(0.45%)
At close: 8:00:37 PM EDT
Fund Summary
Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in small- to mid-cap stocks (the "80% Policy"). The portfolio managers generally consider small- to mid-cap companies to be those companies having market capitalizations within the range of companies comprising the Russell 2500™ Index.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 35.43% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 13 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | -4.74% |
| 5y Average Return | 15.50% |
| Rank in Category (ytd) | 97 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.94 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| ERSMX | Category Average | ERSMX | Category Average | ERSMX | Category Average | |
| Alpha | -4.78 | -0.06 | -5 | -0.05 | -2.13 | -0.04 |
| BETA | 0.94 | 0.01 | 1.04 | 0.01 | 1.02 | 0.01 |
| Mean Annual Return | 0.66 | 0.01 | 1.07 | 0.01 | 0.96 | 0.01 |
| R-squared | 83.45 | 0.88 | 85.16 | 0.85 | 84.62 | 0.84 |
| Standard Deviation | 17.3 | 0.23 | 19.93 | 0.19 | 16.93 | 0.17 |
| Sharpe Ratio | 0.2 | 0.01 | 0.51 | 0.01 | 0.57 | 0.01 |
| Treynor Ratio | 2.32 | 0.11 | 8.33 | 0.11 | 8.47 | 0.1 |
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